Spitfire Capital as of Sept. 30, 2015
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 22 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gtt Communications | 13.5 | $32M | 1.4M | 23.26 | |
| Libbey | 10.3 | $24M | 735k | 32.61 | |
| Lear Corp Com New (LEA) | 6.8 | $16M | 146k | 108.78 | |
| U.S. Physical Therapy (USPH) | 5.6 | $13M | 292k | 44.89 | |
| Steelcase Cl A (SCS) | 5.6 | $13M | 703k | 18.41 | |
| Blue Bird Corp (BLBD) | 5.1 | $12M | 1.2M | 9.96 | |
| Whirlpool Corporation (WHR) | 4.9 | $11M | 78k | 147.26 | |
| Owens Ill Com New | 4.9 | $11M | 550k | 20.72 | |
| National Resh Corp Cl A (NRC) | 4.7 | $11M | 924k | 11.94 | |
| Jarden Corporation | 4.7 | $11M | 222k | 48.88 | |
| Natural Gas Services (NGS) | 4.0 | $9.4M | 485k | 19.30 | |
| Altra Holdings | 4.0 | $9.4M | 405k | 23.12 | |
| Franklin Covey (FC) | 3.9 | $9.2M | 572k | 16.06 | |
| Columbus McKinnon (CMCO) | 3.8 | $8.9M | 490k | 18.16 | |
| Valmont Industries (VMI) | 3.4 | $8.0M | 84k | 94.89 | |
| Crawford & Co Cl A (CRD.A) | 3.4 | $7.9M | 1.4M | 5.59 | |
| Beacon Roofing Supply (BECN) | 3.2 | $7.5M | 229k | 32.49 | |
| Carmike Cinemas | 2.9 | $6.8M | 337k | 20.09 | |
| Drew Inds Com New | 2.5 | $5.9M | 108k | 54.61 | |
| National Resh Corp CL B | 1.2 | $2.8M | 85k | 33.00 | |
| Baker Hughes Incorporated | 1.1 | $2.6M | 50k | 52.04 | |
| Regal Entmt Group Cl A | 0.3 | $792k | 42k | 18.68 |
